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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,544 | $176,120-65.6% | $159,487-62.0% | $167,553-63.9% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 91.14% | 331.95%-240.8pp | 263.71%-172.6pp | 478.89%-387.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $12,804 | $7,752+65.2% | $7,354+74.1% | $6,343+101.9% |
| Admin fee / account holder | $12,580 | $12,561+0.2% | $10,804+16.4% | $12,316+2.1% |